Daniel Lau

5+ years in public accounting firms

Manager, Audit

Smythe | Vancouver, BC | November 2023 – May 2024

• Manage a total of 17 publicly listed clients in the middle market across a variety of industries with engagement teams comprised of senior, intermediate, and junior accountants

PricewaterhouseCoopers | Vancouver, BC | February 2021 – November 2023

• Performed financial modelling and valuation work to substantiate the value of business acquisitions, equity investments, and real estate properties
• Analyzed pro-forma financial statements to assess the appropriateness of the going concern assumption and historical financial statements to present business insights to the leadership team
• Executed manual journal entry testing by cleaning large data sets of general ledgers, analyzing and extracting journal entries that meet fraud risk criteria, and summarizing results in pivot tables
• Spearheaded the implementation of the PwC digital analytic tools and served as the point of contact between the leadership team and client executives to ensure timely delivery, leading to a reduction in year over year engagement budget
• Led teams of up to 8 people on engagements in a variety of industries to work cross functionally with key stakeholders including the bank, tax, legal, and valuations teams to assess critical items such as equity offerings and net working capital
• Co-instructed a week-long audit course for a group of 45 experienced associates (2nd year staff) across Western Canada and served as a CPA CFE coach

Grant Thornton | Vancouver, BC | September 2018 – November 2020

• Led teams of up to 3 people on engagements in a variety of industries to work cross functionally with key stakeholders including the bank, tax, and legal teams to assess critical items such as financial covenants and claims

Grant Thornton | Vancouver, BC | January 2018 – June 2018

• Performed reviews, compilations, T1, T2, T3, T4, and T5 returns in multiple industries

Deloitte | Montreal, QC | July 2015 – September 2015

• Created Powerpoint presentations for client meetings and transfer pricing reports by preparing industry and company descriptions, functional and economic analyses, and benchmark searches for comparable transactions through market research

Capital Markets & Securities Analyst Candidate

Corporate Finance Institute

Expected September 2024

Financial Modelling & Valuation Analyst

Corporate Finance Institute

August 2024

Chartered Professional Accountant

CPA Canada

May 2021

Diploma in Accounting

Sauder School of Business, UBC

June 2017

Bachelor of Commerce

Entrepreneurship, Economics, Sustainability

Sauder School of Business, UBC

May 2016